Steven provides tax and financial reporting services to clients together with business improvement planning, cash flow improvement strategies, due diligence on purchases and mergers and specialist advice in most areas of tax and duties, including GST, FBT and CGT.
Steven combines his financial planning experience and extensive tax knowledge to deliver comprehensive solutions for his clients throughout their lives, in both their business and personal endeavours. He specialises in preparing astute financial plans to guide clients towards maximising their wealth.
Some of Steven’s best work is in developing strategies that work in or on the client’s business to help the client achieve their personal goals. Steven considers that the key to these assignments is to understand the client’s goals and objectives and then develop tailor-made strategies and structures for that client.
Steven Wild is an Authorised Representative (No. 269 160) of Edwards Marshall Advisory Pty Ltd | AFSL 479 792.
Bachelor of Arts in Accountancy
Graduate Diploma of Financial Planning
Fellow of Chartered Accountants Australia and New Zealand
Self-Managed Super Fund Specialist of Chartered Accountants Australia and New Zealand
Chartered Tax Adviser of The Tax Institute of Australia
Registered Tax Agent
The forward-looking, goal-driven nature of financial planning is replicated in the financial and business advice that is targeted to achieve Steven’s clients’ objectives. Steven concentrates on introducing strategies and actions to improve his clients’ financial position every year, with a focus on his client’s profit improvement and cash flow management.
Steven has extensive experience with franchise arrangements, business valuations, budgeting, forecasting and management accounting. He has assisted many clients work through issues related to the purchase or sale of businesses and has developed his own seven point succession planning methodology.
Steven was responsible for guiding the firm’s clients, and various schools (that were not otherwise clients) through the introduction of GST and continues to play an advisory role on complicated GST matters related to property development, schools and exports of services.
Steven has been a qualified financial adviser for more than a decade. Steven’s knowledge of taxation law, small business CGT concessions and his ability to use this knowledge in the financial plans he prepares and implements for clients give him a special capacity compared with many other financial planners.